Who this is for

We work with small and mid-sized trade contractors when a hiring client or general contractor requests prequalification paperwork before awarding work or issuing a subcontract.

Whether you have a single PDF packet due for an upcoming bid or ongoing questionnaires inside a third-party portal, we guide you through what is requested and handle the document assembly and form entry.

What you send us

You send us the blank form, questionnaire packet, or portal task list along with the records your company already maintains. Depending on what your hiring client asks for, this usually includes:

  • OSHA 300 and 300A logs for the requested calendar years
  • Employee hours worked (used to calculate TRIR and DART rates)
  • Experience Modification Rate (EMR) letters from your workers' compensation carrier
  • Certificates of Insurance (COI) and policy endorsement pages
  • Written safety programs, company safety manual, and training records
  • Basic company information, W-9, and project reference lists

What you get back

You receive completed questionnaires with answers mapped to your actual records, clearly labeled supporting files ready for upload, and a plain checklist of any missing items you need to request from your insurance broker or leadership team.

You review every answer for accuracy before final submission. With your explicit permission, we can also log into your platform accounts to upload documents and enter questionnaire answers on your behalf.

How it works in 4 steps

  1. 1. Send your forms and current records Tell us which hiring client packets or portal accounts need work and share your current safety, insurance, and company documents.
  2. 2. We review requirements and fill out the paperwork We calculate required incident metrics from your logs, fill out the questionnaires, and format your supporting documents to match the questions asked.
  3. 3. You review everything We send the completed forms or draft entries back to you. If a question requires a decision from your leadership or a document from your insurance agent, we flag it clearly.
  4. 4. You submit, or we upload with your permission You submit the finished packet to your client, or authorize us to upload the reviewed files and responses directly into your portal account.

Platforms and forms we help with

We offer custom quotes for one-time form completion or annual support across direct client forms and prequalification portals:

Hiring client prequalification forms

PDF, Word, Excel, and web questionnaires sent directly by general contractors, facility owners, and property managers.

ISNetworld paperwork help

Help with the Management System Questionnaire (MSQ), written safety program uploads for ISN's RAVS review, OSHA log entry, and insurance documents.

Avetta paperwork help

Assistance with PQF questionnaires, annual safety updates, client-specific questions, and supporting document uploads.

Veriforce paperwork help

Assistance with safety questionnaires, incident rate reporting, written safety program uploads, and training documentation.

Clear scope: We guide you through the requirements and help complete the paperwork and uploads. Grading, scoring, compliance determinations, and approval decisions are made solely by the hiring client or platform. We do not promise grades, scores, approvals, or turnaround times.

Have a prequalification form or portal task list on your desk?

Tell us which forms or accounts you are working on. We provide custom quotes for one-time projects or ongoing annual support.

Get a quote